What sectors or companies in physical security markets look particularly strong?
Sarangan: Definitely video surveillance looks really strong right now. A lot of people are starting to understand it’s not really ‘nice to have’ technology any more – it’s more of a ‘need to have’. There’s a lot of market education on use of IP cameras and complete IP systems. People are starting to understand the value instead of analog. Now the challenge with IP is making the systems integrators understand that. The physical security guys need to understand how IT systems work. Networks, bandwidth issues. There are a lot of vendors trying to educate those guys so they can get an additional channel for sales. But right now most of the IP sales are going through the IT integrators. Do most traditional analog CCTV vendors now have an IP offering? Most are starting to get there, developing their own lines of IP cameras and management software. They’re still a few leagues behind, but catching up. a couple of years before they catch up to Axis or Sony or Panasonic. Plus now, even within th